Netflix is reportedly exploring an acquisition of Warner Bros. Discovery (WBD)’s studio and streaming operations—its boldest move yet to consolidate the streaming market. The deal would include HBO, Warner Bros. Pictures, and HBO Max but exclude cable properties. For Netflix, the acquisition would supercharge its ad-supported tier with premium, long-tail content, expanding both viewership and inventory. The potential combination of HBO’s prestige programming and Netflix’s data-driven ad platform could redefine connected TV advertising, pressuring rivals like Disney+ and Peacock. If successful, the merger would mark streaming’s biggest consolidation since Amazon’s MGM purchase—and a new era for premium video.
The Trump administration claimed Thursday that China has greenlit a US TikTok transfer agreement, just over a month after President Trump signed an executive order to keep the short-form video leader operational in the US. China’s commerce ministry simultaneously announced that it will collaborate with the US to solve “issues related to TikTok,” but similarly did not elaborate. Tentative talks around TikTok’s future offer short-term stability for advertisers but don’t resolve issues TikTok will face in the long-term.
Netflix is testing vertical short-form video content on mobile devices to diversify its platform offerings. The streamer’s goal isn’t to compete with TikTok since it won’t feature user-generated content (UGC). Instead, videos will include clips from Netflix’s longer-form content, such as live events or stand-up comedy sets. Netflix’s move into shorts could create new ad inventory or brand placement opportunities, pairing the brand safety of curated clips with the engagement of short video. Marketers should keep an eye on how Netflix’s short-form ecosystem evolves.
Paramount+ is entering a new stage—less about rapid subscriber growth and more about profitability. We forecast US monthly viewers will rise to 103.5 million by 2029, but subscription revenue growth will decelerate to 6.4% by 2026. Advertising, however, is on the upswing, with revenues expected to hit $611.5 million by 2027 as hybrid tiers gain traction. Yet the departure of Taylor Sheridan, the creative force behind Yellowstone and Tulsa King, leaves a gap in Paramount’s prestige pipeline.
68% of US ad spending by microdrama apps went to social networks from January to September 2025, according to US ad spend reports from ReelShort, DramaBox, GoodShort, NetShort, and ShortMax, compiled by Sensor Tower.
The connected TV (CTV) landscape is evolving rapidly from an exclusive channel to a democratized medium that drives action for brands of all sizes. In a conversation with EMARKETER, Mike Laband, group SVP of revenue at Magnite, shared his insights on democratization, how Magnite is investing in innovation, and where CTV ad formats are headed. Marketers who ride the wave of CTV innovation will be best positioned to succeed as the medium becomes heavily saturated with ads.
Taboola and Paramount Advertising announced a partnership Wednesday, launching a “Performance Multiplier” tool that enables small- and mid-sized businesses (SMBs) to extend connected TV (CTV) ad opportunities to the open web. Small-budget brands can now use CTV the way big advertisers do, reaching new audiences through streaming ads that spark awareness at the top of the funnel and drive measurable bottom-funnel results online.
Netflix reported a strong Q3 on Tuesday, increasing revenues 17.2% YoY, in line with the forecast issued in Q2. The company stated that it is on track to double its ad revenues in 2025, claiming Q3 was its strongest quarter yet for ad sales—proving that momentum is largely being driven by Netflix’s maturing ad offerings. Marketers can capitalize on audience appetite for ad-supported tiers, but should focus their investment in platforms with proven results as less dominant connected TV (CTV) providers are likely to struggle in Q3 and beyond.
Most (63%) of global social media users prefer short videos from creators, according to a March impact.com and EMARKETER survey.
The Trade Desk’s connected TV (CTV) operating system, Ventura, is entering a crowded market dominated by giant tech players like Amazon—but TTD views the operating system as a yearslong bet on increasing transparency in the CTV market, senior vice president of Ventura Matthew Henick told EMARKETER. Big Tech’s hold on the CTV operating system space will persist for some time, but Ventura hints at trends that could disrupt that dominance. TTD’s push to improve transparency and addressability for both publishers and advertisers taps into a growing discontentment with the Big Tech status quo.
On today’s podcast episode, we discuss how much TV streaming is really going on around the world, in which countries radio is holding its own, and short-form video’s place in the social media world. Join Senior Director of Podcasts and host, Marcus Johnson, Principal Analyst, Paul Briggs, Vice President of Research, Jennifer Pearson, and Chief Insight Officer at GWI, Jason Mander. Listen everywhere and watch on YouTube and Spotify.
YouTube now reaches 76.3% of Mexico’s internet users and has become the default screen in Mexican homes, per DataReportal. But the bigger story is how it’s being watched—mostly through connected TV (CTV). YouTube now sits at the center of Mexico’s CTV and cultural ecosystem. There’s an opportunity for marketers to capture attention by seeking out partner creators for sponsorships. Brands looking to connect should prioritize long-form CTV strategies that hold attention on the big screen, collaborate with local creators who understand community dynamics. and develop original, Spanish-language content that reflects local culture and values.
TiVo DVRs, Microsoft’s Windows 10, and Apple’s short-form video app Clips have all reached the end of the line in recent weeks. Each defined a digital moment—or a glimpse of the future—before succumbing to the same inevitable march of progress. The best brands treat change not as loss but as momentum by moving users, data, and goodwill forward before obsolescence arrives. Every innovation carries its own expiration date. Brands that don’t write their ending risk having it written for them.
Households may not be tapped out on subscriptions yet, but subscription fatigue is emerging as viewers seek more affordable ways to stream and rethink how much they’re willing to pay. Nine in 10 US households pay for at least one streaming service, per Parks Associates. Nearly half (45%) watched free ad-supported streaming TV (FAST) in Q1 2025, up from 42% in Q1 2024. Although viewers may be accepting of ads, overload or irrelevant messaging could turn them away. Advertisers should: diversify placements, invest in creative testing and ad frequency controls, and focus data-driven buying.
OpenAI’s Sora iOS app sparked a wave of creative excitement—and an equally fast wave of scams. Exclusive to iOS and the web, Sora quickly climbed to the top of Apple’s download charts last week. But within days, the App Store was swarming with fake “Sora” and “Sora 2” apps, many hastily rebranded to ride the surge in interest. Opportunists exploit the gap between trademark enforcement, app verification, and public awareness—turning brand equity into bait. Brands must act fast to secure trademarks, domains, and search terms tied to new launches or risk losing trust and revenues to copycats.
Tubi is giving advertisers a broader arsenal of contextual targeting tools through an expanded partnership with Viant. The free ad-supported streaming TV (FAST) platform is tagging its on-demand content based on emotional and thematic cues, per Digiday, with categories such as “hopeful” or “suspenseful.” For CMOs, this represents a turning point—contextual intelligence is a strategic advantage for brand safety, emotional alignment, and performance in an increasingly fragmented streaming landscape. Leaning into emotional targeting tools will let marketers fully capitalize on FAST’s growth, the platforms’ broad range of content, and the opportunity to dominate ad fill.
The subscription economy is on track to surge 67% over the next five years, reaching $1.2 trillion globally by 2030, according to Juniper Research. Digital video subscriptions lead the way and account for more than a third of all spending. The subscription model is scaling, but trust is fragile. With large shares of consumers across markets feeling they pay too much, retention will define the next growth phase. Retention must be part of the design from the start—transparent pricing and policies, simple cancellation or tier-change processes, and clear, distinct benefits—so subscriptions become habits, not burdens.
YouTube TV is in a dicey position after it lost access to Univision networks and reached a temporary extension with NBCUniversal as a total blackout looms. Brands should prepare for fragmentation and adapt accordingly. Looking to CTV and OTT platforms with more stable sports offerings—like Prime Video and its 11-year deal with the NBA and WNBA—will provide a cushion amid uncertainty.
TikTok now reaches audiences and moments that traditional TV can’t. For brands, it’s become an essential platform to stay culturally relevant and capture attention where people are most engaged.
Free ad-supported streaming TV (FAST) is becoming an increasingly important part of the connected TV (CTV) landscape as audience interest skyrockets, per a new Wurl study. Brands can view FAST as a core part of the CTV media mix, leveraging early-adopter advantages while continuing to invest in paid subscription services like Netflix that have lower churn rates.